To expand our operations, Dunbar, Bender, & Zapf, Inc. acquired the New Jersey TPA firm Advanced Pension Designs (APD) LLC.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has passed in the House making it one vote away from becoming law.
PITTSBURGH – Effective June 3rd, 2019 Dunbar, Bender & Zapf to acquire New Jersey TPA firm Dunbar, Bender & Zapf, Inc. (DBZ), the largest independent regional retirement plan consulting and actuarial firm in the Pittsburgh area, announced that they are expanding their operations with the acquisition of the TPA firm Advanced Pension Designs (APD) LLC.
As of 2018, the National Center for Employee Ownership estimates that there are almost 7,000 employee stock ownership plans (ESOPs) covering more than 14 million employees.
When choosing how to manage a 401(k) plan, the employer has two primary choices: bundled plan management services, or they can choose to utilize services from an independent Third-Party Administrator (TPA).
The IRS requires that contributions or benefits provided under a plan must not discriminate in favor of Highly Compensated Employees (HCEs).
Fraudulent distribution request from participant 401(k) accounts is a fast growing trend in identity theft.